Civic Intelligence

San Mateo County Electrical Apprenticeship & Training Trust

990 • Fiscal year 2018 • EIN 23-7225581

Nov 01, 2017 to Oct 31, 2018 • Filed on Sep 09, 2019

Organization ProfileWWW.SMJATC617.ORG

View Organization Page

6800 Santa Teresa Boulevard Ste 100San Jose, CA 95119

(408) 288-4400

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

39th percentile

0.12x

Higher debt load relative to assets than 39% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.34x

Higher debt load relative to revenue than 59% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Net Margin

91st percentile

51%

Higher net margin than 91% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

47th percentile

$166,063

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 3.9% of source-year revenue.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Asset Growth

82nd percentile

16%

Faster asset growth than 82% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

87th percentile

41%

Faster revenue growth than 87% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$12,060,588

Up $1,686,198 (+16%) from 2017

Net Assets

Up

$10,602,907

Up $2,136,495 (+25%) from 2017

Liabilities

Down

$1,457,681

Down $450,297 (-24%) from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin91st percentile

Revenue

Up

$4,237,028

Up $1,241,628 (+41%) from 2017

Expenses

Up

$2,092,010

Up $179,498 (+9.4%) from 2017

Net Income

Up

$2,145,018

Up $1,062,130 (+98%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$20M$15M$10M$5.0M$0Assets 2017: $10,374,390Liabilities 2017: $1,907,978Net Assets 2017: $8,466,4122017Assets 2018: $12,060,588Liabilities 2018: $1,457,681Net Assets 2018: $10,602,9072018Assets 2019: $14,088,731Liabilities 2019: $1,088,830Net Assets 2019: $12,999,9012019Assets 2020: $14,638,732Liabilities 2020: $741,917Net Assets 2020: $13,896,8152020Assets 2021: $15,665,138Liabilities 2021: $520,084Net Assets 2021: $15,145,0542021Assets 2022: $15,589,102Liabilities 2022: $390,717Net Assets 2022: $15,198,3852022Assets 2023: $16,633,620Liabilities 2023: $195,184Net Assets 2023: $16,438,4362023Assets 2024: $19,957,319Liabilities 2024: $67,132Net Assets 2024: $19,890,1872024

Highlighted filing

2018

Assets$12,060,588
Liabilities$1,457,681
Net Assets$10,602,907
Open 2018 Filing

Operations Trend

Revenue Growth87th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0Revenue 2017: $2,995,400Expenses 2017: $1,912,512Net Income 2017: $1,082,8882017Revenue 2018: $4,237,028Expenses 2018: $2,092,010Net Income 2018: $2,145,0182018Revenue 2019: $4,804,808Expenses 2019: $2,426,954Net Income 2019: $2,377,8542019Revenue 2020: $3,815,941Expenses 2020: $2,916,263Net Income 2020: $899,6782020Revenue 2021: $4,504,879Expenses 2021: $3,166,369Net Income 2021: $1,338,5102021Revenue 2022: $3,711,703Expenses 2022: $3,280,599Net Income 2022: $431,1042022Revenue 2023: $4,991,512Expenses 2023: $3,779,065Net Income 2023: $1,212,4472023Revenue 2024: $6,913,084Expenses 2024: $3,705,877Net Income 2024: $3,207,2072024

Highlighted filing

2018

Revenue$4,237,028
Expenses$2,092,010
Net Income$2,145,018
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2017 to Oct 31, 2018
Signed
Sep 9, 2019
Return Version
2017v2.3
Gross Receipts
$4,237,028
Mission and Program Overview

Mission

To provide journeymen and apprentice training for electrical workers covered by the collective bargaining agreement between the union and the electrical contractors

To provide journeymen and apprentice training for electrical workers covered by the collective bargaining agreement between the union and electrical contractors

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$7,348,024$7,131,550▼ $216,474
Savings and Temporary Cash Investments$2,370,456$4,015,218▲ $1,644,762
Cash and Non-Interest-Bearing Accounts$307,454$502,563▲ $195,109
Accounts Receivable$336,908$397,855▲ $60,947
Prepaid Expenses and Deferred Charges$11,548$13,402▲ $1,854
Total Assets$10,374,390$12,060,588▲ $1,686,198
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,874,517$1,402,344▼ $472,173
Accounts Payable and Accrued Expenses$33,461$55,337▲ $21,876
Total Liabilities$1,907,978$1,457,681▼ $450,297
Net Assets / Fund Balance
Unrestricted Net Assets$8,466,412$10,602,907▲ $2,136,495
Total Net Assets Fund Balance$8,466,412$10,602,907▲ $2,136,495
Total Liabilities and Net Assets / Fund Balance$10,374,390$12,060,588▲ $1,686,198

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,428,382$2,188,871$5,617,253
Leasehold Improvements$2,074,256$190,790$2,265,046
Land$1,400,000-$1,400,000
Equipment$228,912$485,512$714,424
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kathleen BarberTraining DirectorFT$161,519$4,544$166,063

Board Members and Trustees

NameTitle
Dewell GoodmanChairman
Brian IwashitaTrustee
Dave MauroTrustee
Dennis AgrestiTrustee
Joe FitzgeraldTrustee
John GordonTrustee
John JonesTrustee
Matt DaveyTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$145,308
Program Service Revenue
$4,054,618
Investment Income
$37,102
Other Revenue
$0
All Other Contributions
$41,809
Change in Net Assets
$2,145,018

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,237,028
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-8,523
Total Revenue per Audited Statements
$4,228,505
Total Revenue per Form 990
$4,237,028
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,088,184
Other Expenses$1,003,826
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$609,405--$609,405
Depreciation Depletion$251,230$62,807-$314,037
Current Officers, Directors, Trustees, and Key Employees$161,519--$161,519
Other Employee Benefits$149,794--$149,794
Conferences and Meetings$116,001--$116,001
Pension Plan Contributions$84,220--$84,220
Payroll Taxes$83,246--$83,246
Interest$66,522$16,631-$83,153
Insurance$23,665$5,916-$29,581
Office Expenses-$25,408-$25,408
Fees for Services Management-$18,000-$18,000
All Other Expenses$17,305--$17,305
Fees for Services Accounting-$8,700-$8,700
Other Expenses$6,057$1,514-$7,571
Fees for Services Legal-$1,554-$1,554
Total Functional Expenses$1,911,639$180,371$0$2,092,010

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,092,010
Total Expenses per Audited Statements$2,092,010
Total Expenses per Form 990$2,092,010
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Review of form 990 by board of trustees before filing”

Form 990, Part VI, Section B, Line 12C

“Annual statements-each person shall annually sign a statement which affirms that such person: a) has received a copy of the conflict of interest policy, b) has read and understands the policy, c) has agreed to comply with the policy. Periodic reviews-are conducted to ensure that the trust operates in a manner consistant with its charitable and educational purposes and that it does not engage in activities that could jeopardize its status as an organization exempt from federal income tax.”

Form 990, Part VI, Section C, Line 19

“UPON REQUEST ONLY”

Filing and Contact Details

Filer

Filer Name
San Mateo Electrical Apprenticeship &
EIN
23-7225581
Phone
4082884400
Address
6800 SANTA TERESA BOULEVARD STE 100, SAN JOSE, CA 95119

Signing Officer

Name
Kathleen Barber
Title
Training Director
Phone
4082884400
Signed
2019-09-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathleen Barber
Formed
1971
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
30
Volunteers
0

Preparer

Firm
Ineich & Company Llp
Address
950 TOWER LANE SUITE 780, FOSTER CITY, CA 94404
Preparer
Michael T Savasta
Phone
6505738007
Raw XML AppendixShowing 400 of 454 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt033461
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt055337
IRS990/AccountsReceivableGrp/BOYAmt0336908
IRS990/AccountsReceivableGrp/EOYAmt0397855
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE JOURNEYMEN AND APPRENTICE TRAINING FOR ELECTRICAL WORKERS COVERED BY THE COLLECTIVE BARGAINING AGREEMENT BETWEEN THE UNION AND ELECTRICAL CONTRACTORS
IRS990/AllOtherContributionsAmt041809
IRS990/AllOtherExpensesGrp/ProgramServicesAmt017305
IRS990/AllOtherExpensesGrp/TotalAmt017305
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0UNITED ADMINISTRATIVE SERVICES
IRS990/BooksInCareOfDetail/PhoneNum04082884400
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt06800 SANTA TERESA BOULEVARD SUITE
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN JOSE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd095119
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0307454
IRS990/CashNonInterestBearingGrp/EOYAmt0502563
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0161519
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0161519
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0116001
IRS990/ConferencesMeetingsGrp/TotalAmt0116001
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0145308
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt037102
IRS990/CYOtherExpensesAmt01003826
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt04054618
IRS990/CYRevenuesLessExpensesAmt02145018
IRS990/CYSalariesCompEmpBnftPaidAmt01088184
IRS990/CYTotalExpensesAmt02092010
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt04237028
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt062807
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0251230
IRS990/DepreciationDepletionGrp/TotalAmt0314037
IRS990/Desc0TO PROVIDE JOURNEYMEN AND APPRENTICE TRAINING FOR ELECTRICAL WORKERS COVERED BY THE COLLECTIVE BARGAINING AGREEMENT BETWEEN THE UNION AND THE ELECTRICAL CONTRACTORS
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt030
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt01911639
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt08700
IRS990/FeesForServicesAccountingGrp/TotalAmt08700
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt01554
IRS990/FeesForServicesLegalGrp/TotalAmt01554
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt018000
IRS990/FeesForServicesManagementGrp/TotalAmt018000
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt848.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt848.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/PersonNm0DENNIS AGRESTI
IRS990/Form990PartVIISectionAGrp/PersonNm1DEWELL GOODMAN
IRS990/Form990PartVIISectionAGrp/PersonNm2JOHN GORDON
IRS990/Form990PartVIISectionAGrp/PersonNm3DAVE MAURO
IRS990/Form990PartVIISectionAGrp/PersonNm4MATT DAVEY
IRS990/Form990PartVIISectionAGrp/PersonNm5JOHN JONES
IRS990/Form990PartVIISectionAGrp/PersonNm6JOE FITZGERALD
IRS990/Form990PartVIISectionAGrp/PersonNm7BRIAN IWASHITA
IRS990/Form990PartVIISectionAGrp/PersonNm8KATHLEEN BARBER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt8166063
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRAINING DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01971
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GovernmentGrantsAmt0103499
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt04237028
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt05916
IRS990/InsuranceGrp/ProgramServicesAmt023665
IRS990/InsuranceGrp/TotalAmt029581
IRS990/InterestGrp/ManagementAndGeneralAmt016631
IRS990/InterestGrp/ProgramServicesAmt066522
IRS990/InterestGrp/TotalAmt083153
IRS990/InvestmentIncomeGrp/ExclusionAmt037102
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt037102
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt010
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02865173
IRS990/LandBldgEquipBasisNetGrp/BOYAmt07348024
IRS990/LandBldgEquipBasisNetGrp/EOYAmt07131550
IRS990/LandBldgEquipCostOrOtherBssAmt09996723
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE JOURNEYMEN AND APPRENTICE TRAINING FOR ELECTRICAL WORKERS COVERED BY THE COLLECTIVE BARGAINING AGREEMENT BETWEEN THE UNION AND THE ELECTRICAL CONTRACTORS
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt01874517
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01402344
IRS990/NetAssetsOrFundBalancesBOYAmt08466412
IRS990/NetAssetsOrFundBalancesEOYAmt010602907
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-8523
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt025408
IRS990/OfficeExpensesGrp/TotalAmt025408
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0149794
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0149794
IRS990/OtherExpensesGrp/Desc0TRAINING & PROGRAM COST
IRS990/OtherExpensesGrp/Desc1UTILITIES, REPAIRS, & M
IRS990/OtherExpensesGrp/Desc2TELEPHONE
IRS990/OtherExpensesGrp/Desc3PROPERTY TAXES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt024725
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt115116
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21514
IRS990/OtherExpensesGrp/ProgramServicesAmt0243774
IRS990/OtherExpensesGrp/ProgramServicesAmt198901
IRS990/OtherExpensesGrp/ProgramServicesAmt26057
IRS990/OtherExpensesGrp/TotalAmt0243774
IRS990/OtherExpensesGrp/TotalAmt1123626
IRS990/OtherExpensesGrp/TotalAmt215116
IRS990/OtherExpensesGrp/TotalAmt37571
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0609405
IRS990/OtherSalariesAndWagesGrp/TotalAmt0609405
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt083246
IRS990/PayrollTaxesGrp/TotalAmt083246
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt084220
IRS990/PensionPlanContributionsGrp/TotalAmt084220
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt011548
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt013402
IRS990/PrincipalOfficerNm0KATHLEEN BARBER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/BusinessCd1611600
IRS990/ProgramServiceRevenueGrp/BusinessCd2611600
IRS990/ProgramServiceRevenueGrp/BusinessCd3611600
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1TEXTBOOKS/TOOLS REIMBU
IRS990/ProgramServiceRevenueGrp/Desc2RENTAL REIMBURSEMENTS
IRS990/ProgramServiceRevenueGrp/Desc3MISCELLANEOUS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04028729
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt113361
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt26418
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt36110
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04028729
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt113361
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt26418
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt36110
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0347505
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt016529
IRS990/PYOtherExpensesAmt0984429
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt02631366
IRS990/PYRevenuesLessExpensesAmt01082888
IRS990/PYSalariesCompEmpBnftPaidAmt0928083
IRS990/PYTotalExpensesAmt01912512
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02995400
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt02145018
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt04054618
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02370456
IRS990/SavingsAndTempCashInvstGrp/EOYAmt04015218
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt03428382
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02188871
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt05617253
IRS990ScheduleD/EquipmentGrp/BookValueAmt0228912
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0485512
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0714424
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02092010
IRS990ScheduleD/LandGrp/BookValueAmt01400000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01400000
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt02074256
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0190790
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt02265046
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-8523
IRS990ScheduleD/RevenueNotReportedAmt0-8523
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt04237028
IRS990ScheduleD/TotalBookValueLandBuildingsAmt07131550
IRS990ScheduleD/TotalExpensesPerForm990Amt02092010
IRS990ScheduleD/TotalRevenuePerForm990Amt04237028
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04228505
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02092010
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd01
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0WE PUBLISH IN THE SAN MATEO TIMES A STATEMENT ON OUR POLICY AND AN INVITATION TO APPLY TO THE APPRENTICESHIP.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1WE RECEIVE A GRANT FROM THE EMPLOYEE TRAINING PROGRAM THROUGH THE STATE OF CALIFORNIA. IN ADDITION , WE RECEIVE MONTOYA FUNDING THROUGH THE COMMUNITY COLLEGE SYSTEM
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, PART I, LINE 6
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0161519
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt04544
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0KATHLEEN BARBER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TRAINING DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0166063
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REVIEW OF FORM 990 BY BOARD OF TRUSTEES BEFORE FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANNUAL STATEMENTS-EACH PERSON SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS THAT SUCH PERSON: A) HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, B) HAS READ AND UNDERSTANDS THE POLICY, C) HAS AGREED TO COMPLY WITH THE POLICY. PERIODIC REVIEWS-ARE CONDUCTED TO ENSURE THAT THE TRUST OPERATES IN A MANNER CONSISTANT WITH ITS CHARITABLE AND EDUCATIONAL PURPOSES AND THAT IT DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS STATUS AS AN ORGANIZATION EXEMPT FROM FEDERAL INCOME TAX.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON REQUEST ONLY
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt010374390
IRS990/TotalAssetsEOYAmt012060588
IRS990/TotalAssetsGrp/BOYAmt010374390
IRS990/TotalAssetsGrp/EOYAmt012060588
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt0145308
IRS990/TotalEmployeeCnt030
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0180371
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01911639
IRS990/TotalFunctionalExpensesGrp/TotalAmt02092010
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01907978
IRS990/TotalLiabilitiesEOYAmt01457681
IRS990/TotalLiabilitiesGrp/BOYAmt01907978
IRS990/TotalLiabilitiesGrp/EOYAmt01457681
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt08466412
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt010602907
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01911639
IRS990/TotalProgramServiceRevenueAmt04054618
IRS990/TotalReportableCompFromOrgAmt0166063
IRS990/TotalRevenueGrp/ExclusionAmt037102
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt04054618
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt04237028
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,060,588
Liabilities
$1,457,681
Net assets
$10,602,907
Revenue
$4,237,028
Expenses
$2,092,010
Net income
$2,145,018
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.0$0.07$19.9$6.91$3.71$3.21
2023Detailed filing. Detailed filing data is available for this year.$16.6$0.20$16.4$4.99$3.78$1.21
2022Detailed filing. Detailed filing data is available for this year.$15.6$0.39$15.2$3.71$3.28$0.43
2021Detailed filing. Detailed filing data is available for this year.$15.7$0.52$15.1$4.50$3.17$1.34
2020Detailed filing. Detailed filing data is available for this year.$14.6$0.74$13.9$3.82$2.92$0.90
2019Detailed filing. Detailed filing data is available for this year.$14.1$1.09$13.0$4.80$2.43$2.38
2018Detailed filing. Detailed filing data is available for this year.$12.1$1.46$10.6$4.24$2.09$2.15
2017Detailed filing. Detailed filing data is available for this year.$10.4$1.91$8.47$3.00$1.91$1.08